TOP 30 Best Succession planning for businesses in Santa Barbara, California

Mercer Advisors Wealth Management in Santa Barbara, California, is a finance institution dedicated to helping individuals transition from wealth builders to wealth enjoyers. With a team of talented wealth advisors, including Jonathan, Emi, Yvonne, Kelly, Stefani, Justin, Jeff, Nathan, Rishi, and Jade, the institution offers expertise in financial planning, investing strategy, tax and estate planning, trust services, insurance coverage, and more. By overseeing and connecting all the dots of your financial life, Mercer Advisors aims to help clients achieve Economic Freedom™ and financial independence. Whether you're looking to protect and grow your wealth or plan for major life events, Mercer Advisors is here to guide you every step of the way. Visit their office at 222 East Carrillo Street to meet the team and start your journey towards financial peace of mind.

Edward Jones - Financial Advisor: Josh Kane, AAMS™ is a trusted financial institution located at 1905 Cliff Drive in Santa Barbara, California, United States. Specializing in personalized financial planning and investment strategies, Josh Kane, AAMS™ offers expert guidance and support to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial services to individuals, families, and businesses. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Josh Kane, AAMS™ is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

McGrath Bookkeeping and Accounting Services, located at 735 State Street in Santa Barbara, California, is your dedicated financial ally. Founded by Maria McGrath in 2024, our team offers a range of services tailored to meet your unique business needs. With a background in accounting and finance, Maria brings a wealth of experience to help businesses thrive. At McGrath Accounting, we go beyond basic bookkeeping to provide you with the financial insights you need to make informed decisions. Whether you need clean-up, catch-up, monthly online bookkeeping, accounting, reporting, or CFO services, we have you covered. Our team is US-based and works remotely with clients across the country, leveraging the latest technology to work efficiently and save you money.

Berti Spechler Sarmiento is a reputable accounting and finance institution located at 1933 Cliff Drive in Santa Barbara, California, United States. With a focus on providing top-notch financial services, Berti Spechler Sarmiento offers expert advice and solutions for individuals and businesses alike. Their team of experienced professionals is dedicated to helping clients navigate the complexities of accounting and finance, ensuring their financial success and stability. Trust Berti Spechler Sarmiento for all your accounting and finance needs in Santa Barbara.

ITS is a renowned institution located at 2029 Castillo Street in Santa Barbara, California, United States. Specializing in accounting and finance, ITS offers top-notch education and training in these fields to prepare students for successful careers in the financial industry. With a dedicated faculty and state-of-the-art facilities, ITS is committed to providing a comprehensive and dynamic learning experience for its students. Join us at ITS and take the first step towards a rewarding career in accounting and finance.

Balance Financial Management is a financial institution located at 3 West Carrillo Street in Santa Barbara, California, United States. Specializing in accounting and finance, Balance works with top organizational leaders to create essential business structures that help companies scale and grow. With over a decade of experience, our team of dedicated professionals offers customized financial solutions focused on accuracy, transparency, and long-term sustainability. From CFO functions to accounting services, we seamlessly integrate into organizations to provide support in various financial areas. We collaborate with your organization’s leadership to quickly identify opportunities, mitigate risks, and implement structural solutions that enhance financial efficiency and effectiveness. By providing timely and accurate financial data, we empower confident decision-making to achieve your growth objectives. Whether it’s HR, payroll, cash flow management, forecasting, or financial reporting, Balance offers proven financial expertise tailored to your specific needs.

Bonny Madsen Tax Services is a reputable accounting and finance institution located at 2405 Barbara Drive in Santa Rosa Valley, California, United States. With a team of experienced professionals, they offer a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, Bonny Madsen Tax Services is dedicated to providing personalized and reliable financial solutions. Contact them today to ensure your financial success and peace of mind.

Welcome to Carson & Acasio Dentistry in Oxnard, CA Discover exceptional dental care at Carson & Acasio Dentistry, formerly known as Carson & Carson Dentistry. Conveniently located at 126 Deodar Avenue in the heart of Oxnard, California, our practice is dedicated to providing high-quality dental services to the community. With the recent addition of Dr. Michael Acasio as a partner, we are excited to continue expanding our services and enhancing patient care.

Bankers Life, located at 1525 State Street in Santa Barbara, California, is a finance, health, and insurance agency offering a wide range of insurance options. Our agents provide core products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company, as well as options from partner carriers like Aetna, Anthem, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the right coverage. With the rising costs of healthcare and the increasing need for long-term care, it's important to be prepared and have discussions with loved ones. Bankers Life is currently recruiting for agent, manager, and investment professional opportunities. Our award-winning training programs are designed to set you up for success and provide a career path that aligns with your goals. Join us at Bankers Life and achieve more in your community while enjoying unlimited earning potential, a flexible schedule, and team-building opportunities in your local branch office. Start planning for a financially secure retirement with Bankers Life today!

FABS, Inc. is a well-established accounting and finance institution located in the heart of Santa Barbara, California. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment strategies, FABS, Inc. has the expertise to guide you towards success. Visit us at 814 East Yanonali Street to learn more about how we can help you achieve your financial goals.

Edward Jones - Financial Advisor: Jefferson Ledgerwood is a reputable finance institution located at 2429 Professional Parkway in Santa Maria, California, United States. With a focus on personalized financial planning and investment strategies, Jefferson Ledgerwood and his team provide expert advice and guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Edward Jones - Financial Advisor: Jefferson Ledgerwood is committed to providing top-notch service and support to ensure your financial success.

Compass First is a finance institution located at 1114 State Street in Santa Barbara, California, United States. We specialize in providing expert financial services to individuals and businesses, helping them navigate their way to financial success. Our team of experienced professionals is dedicated to offering personalized solutions and guidance to meet our clients' unique financial needs. Whether you are looking to invest, save, or plan for the future, Compass First is here to help you every step of the way. Visit us today to start your journey towards a secure financial future.

The Law Offices of Brian L. Fox, APLC, located at 290 Maple Court in Ventura, California, is a reputable law firm specializing in Business Law, Tax Law, Estate Planning and Administration, Probate Law, Real Estate Law, and Civil Litigation. With additional office locations in Santa Barbara, our firm offers comprehensive and meticulous legal services tailored to each client's individual needs. Our experienced attorneys provide personalized attention and strive to achieve successful results for our clients. We have built a strong reputation for our professionalism and expertise, leading to long-term relationships with clients who trust us to handle their various legal needs. Contact us today for customized legal representation for you and your family.

Rogers Sheffield & Campbell, LLP is a highly respected institution located at 427 East Carrillo Street in Santa Barbara, California. Since 1973, our team of top attorneys has been providing exceptional legal services to individuals, families, and businesses in the Central Coast and Los Angeles area. Our expertise includes estate planning, corporate taxation, business transactions, real estate law, and more. Our attorneys are known for their experience, creativity, and dedication to achieving successful outcomes for our clients. We pride ourselves on offering cost-effective rates and personalized attention to each client. With honors from Super Lawyers magazine and a Martindale-Hubbell AV Preeminent peer rating, our legal team is recognized for their high ethical standards and legal ability.

Wolff Walker Law Firm is a renowned legal institution located at 1334 Anacapa Street in Santa Barbara, California, United States. Specializing in various areas of law, the firm is committed to providing exceptional legal services to its clients. With a team of experienced and dedicated lawyers, Wolff Walker Law Firm is known for its professionalism, integrity, and successful track record in handling a wide range of legal matters. Whether you are in need of legal representation for a personal injury case, family law issue, or business dispute, the skilled attorneys at Wolff Walker Law Firm are here to help you navigate the complexities of the legal system and achieve the best possible outcome for your case. Contact them today to schedule a consultation and learn more about how they can assist you with your legal needs.

Rothschild & Alwill, APC is a prestigious law firm located at 817 Garden Street in Santa Barbara, California. With a team of experienced lawyers, they offer a wide range of legal services to clients in the area. Specializing in various areas of law, including business law, real estate law, and estate planning, Rothschild & Alwill, APC is dedicated to providing personalized and effective legal solutions to meet their clients' needs. With a commitment to excellence and a track record of success, this firm is a trusted resource for individuals and businesses seeking expert legal representation in Santa Barbara.

The Law Offices of Monica Robles is a reputable finance and legal institution located at 308 East Carrillo Street in Santa Barbara, California. Specializing in a variety of legal services, including finance law, Monica Robles and her team are dedicated to providing top-notch representation and guidance to their clients. With a strong track record of success, they are committed to delivering personalized and effective solutions to meet the unique needs of each individual or business they serve. Trust the Law Offices of Monica Robles for expert legal advice and representation in Santa Barbara and beyond.

Douglas Hayes, Lawyer is a reputable institution located at 1035 Santa Barbara Street in Santa Barbara, California, United States. As a lawyer, we pride ourselves on our accessibility and commitment to our clients. We always return calls on the same day they are received, ensuring that you are never left waiting for a response. Our office values discretion and believes that the less public attention your case receives, the better it is for you. We are transparent and honest in our approach, never seeking out clients or exaggerating our past successes. Our focus is always on achieving the best possible outcome for you, without making unrealistic promises. With 40 years of experience as a criminal defense attorney, Douglas Hayes understands the complexities of the legal system and is dedicated to advocating for his clients' best interests. Trust Douglas Hayes, Lawyer to provide you with expert legal representation and personalized attention for your case.

Drury Pullen, A Professional Law Corporation is a reputable legal institution located at 148 East Carrillo Street in Santa Barbara, California. Specializing in various areas of law, the team of skilled lawyers at this corporation are dedicated to providing top-notch legal services to their clients. With a commitment to excellence and a track record of success, Drury Pullen, A Professional Law Corporation is a trusted choice for individuals seeking expert legal representation in Santa Barbara and beyond. Contact them today for all your legal needs.

California Wealth Advisors is a premier financial institution located at 10 East Figueroa Street in Santa Barbara, California. Our team of experienced advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management services. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our experts are here to provide guidance and support every step of the way. With a focus on integrity, transparency, and client satisfaction, California Wealth Advisors is committed to helping you secure a brighter financial future.

Northern Trust is a prestigious finance institution located at 1485 East Valley Road in Santa Barbara, California, United States. With over 130 years of experience, Northern Trust offers comprehensive wealth management services for individuals, families, privately held businesses, family offices, and foundations and endowments. Serving over 25% of the Forbes 400 Wealthiest Americans, our advisors provide unparalleled insight into managing wealth effectively. Known for our innovative technology, superior service, and expertise in financial planning, Northern Trust covers all aspects of wealth management including wealth transfer, banking, insurance, investments, tax management, philanthropy, and family communication. Our advisors are supported by The Northern Trust Institute, a research center that develops insights based on real-world outcomes and specialized expertise. With a team of over 175 experts collaborating to analyze behavioral patterns and identify effective client strategies, Northern Trust is dedicated to curating advice around important life moments.

Nye, Stirling, Hale Miller & Sweet, LLP is a prestigious law firm located at 33 West Mission Street in Santa Barbara, California. With a second location in Pittsburgh, Pennsylvania, the firm is dedicated to providing top-notch legal services to clients nationwide. Specializing in various areas of law, the team of experienced attorneys at Nye, Stirling, Hale Miller & Sweet, LLP is committed to delivering exceptional representation and achieving successful outcomes for their clients. Contact them at 805.963.2345 in Santa Barbara or 412.857.5350 in Pittsburgh for expert legal assistance.

Carpe Data is an innovative data analytics company located at 735 State Street in Santa Barbara, California. Our team specializes in harnessing the power of data to provide valuable insights and solutions for businesses across various industries. With a focus on leveraging cutting-edge technology and advanced analytical techniques, we help our clients make informed decisions and drive their success. Contact us today to learn more about how Carpe Data can help your business thrive in the digital age.

Fauver, Large, Archbald & Spray, LLP is a leading law firm located at 820 State Street, Santa Barbara, California, United States. Specializing in accounting, finance, and legal services, our firm is known for our strategic and practical approach to achieving results for our clients. With over 50 years of experience, we have built a reputation as trusted advisors to over 300 businesses in various industries. Our dedicated legal team listens to our clients' needs and works tirelessly to solve complex legal matters in a timely and creative manner. Whether negotiating transactions with complex business and tax terms or representing clients in court, our experienced attorneys are passionate about delivering successful outcomes for our clients.

First Bank, located at 3304 State Street in Santa Barbara, California, is a full-service financial institution offering ATM, banking, and finance services. With Personal eBanking and the First Bank On The Go Mobile App, customers can easily access their accounts and manage their finances on the go. Some consumer accounts are eligible for online account opening, and customers can also visit a branch to establish an account. The institution provides resources to help customers achieve their financial goals and prides itself on being there for families in times of need. Please note that by clicking on external third-party websites, you are leaving the First Bank website and should review their privacy policies and security measures. Trust First Bank to help you write your own success story.

Amherst Exchange Corporation is a reputable law firm located at 1590 Alameda Padre Serra in Santa Barbara, California. With a team of experienced lawyers, they specialize in providing legal services to clients in various areas including corporate law, real estate law, and estate planning. The firm is known for its dedication to providing personalized and professional legal representation to each client. Whether you are in need of legal advice or representation, Amherst Exchange Corporation is committed to helping you navigate through any legal challenges you may face. Contact them today to schedule a consultation.

Located at 2146 Parker Street in San Luis Obispo, California, the William K. Gamble Law Firm is a trusted institution offering expert legal advice and representation. With a focus on personal injury, criminal defense, and family law matters, the firm boasts over 50 years of combined attorney experience. Whether you have been injured in an accident, facing criminal charges, or dealing with family law issues, William K. Gamble is dedicated to protecting your rights and providing strong legal advocacy. Clients in Santa Barbara, San Luis Obispo, and Orange counties rely on the firm's commitment to excellence and personalized service. With a reputation for success and a dedication to client satisfaction, William K. Gamble is the go-to attorney for those seeking experienced legal representation on the Central Coast. Contact the firm today for a free consultation and take the first step towards resolving your legal issues.

Inspire is a trendy and stylish clothing, shoe, and accessory store located at 623 Santa Barbara Street in the heart of Santa Barbara, California. Offering a wide selection of the latest fashion trends for men and women, Inspire is a must-visit destination for those looking to update their wardrobe with stylish and on-trend pieces. From casual everyday wear to elegant evening attire, Inspire has something for every fashion-forward individual. With a friendly and knowledgeable staff ready to assist you in finding the perfect outfit, shopping at Inspire is a truly inspiring experience.

SMHS Theater is a renowned institution located in Santa Barbara, California, United States. This institution focuses on offering courses in accounting, finance, and health. Students at SMHS Theater have the opportunity to gain valuable knowledge and skills in these fields through hands-on learning experiences and expert instruction. With state-of-the-art facilities and a dedicated faculty, SMHS Theater is committed to providing a top-quality education that prepares students for successful careers in the accounting, finance, and health industries.

SB Entrepreneur is a health institution located at 1117 State Street in Santa Barbara, California. Our mission is to support and empower entrepreneurs in the health and wellness industry to succeed and thrive. We offer a range of services including mentorship, networking opportunities, and resources to help entrepreneurs grow their businesses. Whether you are just starting out or looking to take your health business to the next level, SB Entrepreneur is here to help you achieve your goals. Join us and be a part of our vibrant community of health and wellness professionals.